Investment Director (CA / CFA Mandatory)
We are seeking senior Finance & Asset Management SMEs to evaluate AI models used in portfolio analysis, investment research, and risk management.
Ideal candidates come from firms like:
BlackRock, JP Morgan, Goldman Sachs, Morgan Stanley, Fidelity, Vanguard, Charles Schwab, PIMCO, Citi, Wells Fargo, etc.
Key Responsibilities
• Assess AI-generated investment insights, risk reports, compliance logic, portfolio recommendations
• Validate datasets on equities, fixed income, alternatives, derivatives, ETFs, macro analysis
• Evaluate model reasoning for allocations, factor models, benchmarks, drawdown/risk metrics
• Provide domain guidance to align AI output with real-world investment standards
Required Qualifications
• Bachelor’s/Master’s in Finance, Economics, Investment Management, or CFA preferred
• 7+ years in portfolio management, sell-side/buy-side research, risk, quant, or asset management
• Strong understanding of Sharpe, beta, VaR, stress testing, backtesting, AUM workflows, client suitability
• Experience with Bloomberg, FactSet, Morningstar Direct, Aladdin, or similar tools is a plus
Details
• Remote, flexible freelance
• Laptop provided
Apply by sending resume + hourly rate to ayush.chatterjee@truelancer.com
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